yesterday

Important: Old Borrowing Capacity Calculator will retire soon

Big update. We’re officially transitioning to the new Borrowing Capacity Calculator in Mercury Nexus.

From Tuesday, 17 March, the old version of the Borrowing Capacity Calculator will be retired and the new version, released last year, will be the standard moving forward.

The new calculator provides:

More accurate borrowing estimates across 38 lenders
Faster workflows with auto-filled fields and synced opportunities
More flexibility for split loans, multiple properties, and complex structures
A cleaner, easier-to-use layout that’s quicker to navigate

If you haven’t had a chance to explore the new calculator yet, there’s plenty of support available, including a step-by-step Wiki guide and Short training course.

4 days ago

Lender update - ME Bank product changes

Please be advised that ME Bank products have been updated in Mercury Nexus and old products are no longer available.

We have identified that any product comparison created prior to this update may still contain the old ME Bank products. These legacy products are no longer current and should not be used.

What do you need to do?

If you have existing comparisons that include ME Bank products and were generated before the changeover on 27 January 2026, please review them immediately. The old products will need to be removed and replaced with the newly updated ME Bank products now available in Mercury Nexus.

This will ensure all comparisons remain accurate and aligned to current product settings.

a week ago

Update to Tax File Number (TFN) redaction confirmation emails

As you know, Privacy Legislation requires you to redact Tax File Numbers (TFNs) from client documents that you store.

When you request a Tax File Number (TFN) redaction in Mercury Nexus, the redacted document is saved against the relevant opportunity under ‘attachments’ so you have a secure record on file.

What’s changing?

From today, you’ll no longer receive a copy of the redacted file in your confirmation email once a request is completed. This avoids duplicates and ensures all files are securely stored in Mercury Nexus.

Click here to learn how to redact TFN’s in Mercury Nexus.

a week ago

New training course: Getting started with Open Banking

Our latest 10-minute course introduces Open Banking and shows you how to access real-time client financial data, reduce manual work, and move opportunities forward faster.

This course will help you:

Understand how Open Banking works
Send and manage Open Banking requests within Mercury Nexus
Access and review income, expenses and liabilities statements
Copy results directly into an Opportunity to save time and reduce rework

Start course

2 weeks ago

Update: New Borrowing Capacity Calculator

In case you missed it – we launched the new Borrowing Capacity Calculator last year. Since then, we’ve continued to refine it based on member feedback.

Update: You can now save your borrowing capacity calculations when you access the new calculator outside an opportunity. This means you can explore options during your initial client conversations, keep a record of your work, and move faster when the deal progresses.

How does it work?

Access the calculator via the Mercury Nexus dashboard, CRM dashboard or the Research App.
After completing your calculation, click Save.
Your results will then be stored in the Research App.
When you’re ready, you can attach that saved calculation to an opportunity.

Click here for a quick guide on how you can save and attach your borrowing capacity calculation to an opportunity.

a month ago

Document requests, shared documents & DigiSign are now live in the Client Portal

You can now manage document requests, shared documents and digital signatures directly in the new Client Portal, completing the end-to-end client journey in one place.

With this update, brokers can:

Request documents from clients
Share important documents like credit guides and fact sheets
Collect digital signatures via DigiSign

Previously, clients completed their personal and financial details in the new Client Portal, then had to move back to the old Client Centre to manage documents and signatures. Now, everything happens in one place - creating a seamless experience.

👉 Read our Wiki article for a quick guide on how to get started.

a month ago

Update: Connective Select commissions payment delay

We have been advised by Bendigo Bank of a further delay to commissions for the Select product relating to the December period. While we had expected this issue to be resolved by 30 January, and included in our secondary payment run, this will now not occur.

Once the issue has been resolved, we will process a one-off payment run. Further communication will be shared as soon as timing is confirmed.

If you have any further questions, please reach out to the Connective Commissions team at comms@connective.com.au

Thank you for your patience and understanding!

a month ago

Open Banking update: New information added to business account statements

Open Banking generated statements and summary (proof of balance) documents for business accounts now include additional information.

Alongside the business name, the document header now also displays the legal name, authorised agent name, and ABN, improving clarity and enabling faster verification for brokers.

Click here to see how you can connect personal and business accounts to Open Banking.

For any additional information around Open Banking, please visit the Frollo Open Banking FAQ's.

2 months ago

Connective AI now shows the source behind every answer

We've released an upgraded version of Connective AI, the tool that finds lender policy information in seconds.

We’ve gathered your feedback and worked with leading AI experts in this field to make it more accurate, more consistent, and fully verifiable. Every answer now shows its source, so you always know exactly where the information came from. Login to the Community and read our latest article to learn more.

Here’s what’s new:

You’ll now see the source behind every AI answer, including a direct link to the lender policy document.
Connective AI now supports over 100 lenders on our panel, across residential, commercial and asset finance.

Try it out and let us know what you think. Your feedback helps us shape what comes next.

Explore Connective AI today

2 months ago

Update: Questionnaires now in the Client Portal

We’ve introduced the next phase of the new Client Portal in Mercury Nexus - continuing our work to simplify how your clients share information and helping you progress applications faster.

In case you missed the initial release, the Client Portal is the updated version of the Client Centre’s data collection experience. Login to our community to learn more.

What’s new?

Questionnaires are now part of the new Client Portal

You can now include any type of questionnaire as part of the guided Client Portal journey. This allows clients to complete their personal details, financials and the questionnaire responses all within one structured experience.

To learn how to access the new client portal and start using it, please refer to this Wiki article.